Connect Pivotal Tracker and Instantly
Integrate Pivotal Tracker with Instantly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Instantly.ai when New Activity in Pivotal-tracker
Create Lead List in Instantly.ai when New Activity in Pivotal-tracker
Test account vitals in Instantly when New Activity in Pivotal-tracker
Add Lead to List in Instantly.ai when New Activity in Pivotal-tracker
Add Lead to Campaign in Instantly.ai when New Activity in Pivotal-tracker
Popular Pivotal Tracker + Instantly flows
Start from a real workflow other teams are already running.
Choose a trigger
Pivotal Tracker
When this happens...
New Activity
New Project
New Story
Choose an action
Instantly
Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
Update Campaign
Create Lead in Instantly.ai when New Activity in Pivotal-tracker
Use this flowCreate Lead List in Instantly.ai when New Activity in Pivotal-tracker
Use this flowTest account vitals in Instantly when New Activity in Pivotal-tracker
Use this flowAdd Lead to List in Instantly.ai when New Activity in Pivotal-tracker
Use this flowAdd Lead to Campaign in Instantly.ai when New Activity in Pivotal-tracker
Use this flowCreate Campaign in Instantly.ai when New Activity in Pivotal-tracker
Use this flowCreate Block List in Instantly.ai when New Activity in Pivotal-tracker
Use this flowCreate Custom Tag in Instantly.ai when New Activity in Pivotal-tracker
Use this flowDelete Custom Tag in Instantly.ai when New Activity in Pivotal-tracker
Use this flowUpdate Lead in Instantly.ai when New Activity in Pivotal-tracker
Use this flowSupported Triggers & Actions
Everything you can automate between Pivotal Tracker and Instantly.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Triggers when any new activity happens within a project.
New Project
Trigger when a new Project is added.
New Story
Triggers when a new story is added in a project.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Do thisActions
Action is the task that follows automatically within your Pivotal Tracker integrations.
Create Project
creates a new project.
Find Project
Finds an existing project by exact name match. Optionally, create a project if none are found.
Create Story
creates a new story in a project
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Pivotal Tracker
Pivotal Tracker is a powerful, agile project management tool designed to help software development teams plan, track, and collaborate on projects efficiently. It provides a shared view of team priorities, a process for collaboration, and real-time updates to keep everyone on the same page.
Learn moreSimilar apps
About Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Pivotal Tracker and Instantly accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Pivotal Tracker and Instantly as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Instantly. No coding required.
Yes. You can set up a workflow where Pivotal Tracker triggers actions in Instantly, and a separate workflow where Instantly triggers actions in Pivotal Tracker. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Pivotal Tracker and Instantly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pivotal Tracker and Instantly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
